Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Services
Founded in 1946, Stonebridge Capital Management has dedicated itself to providing tailored investment solutions for high-net-worth individuals and families. Our team of seasoned professionals brings over 40 years of collective experience in managing equity and fixed-income portfolios through diverse market conditions. As a 100% management-owned firm, we prioritize client-centric strategies grounded in deep fundamental research and a commitment to understanding each client's unique values and objectives. Our independence ensures unbiased advice, while our decades of expertise allow us to navigate complex financial landscapes with precision.We specialize in constructing focused portfolios that align with long-term growth potential, combining rigorous analysis with a personalized approach to wealth management. Our philosophy emphasizes risk mitigation through bottom-up research and customized asset allocation frameworks designed to preserve and grow capital. With a legacy spanning over 75 years, we continue to uphold the highest standards of integrity, transparency, and professional excellence in all aspects of our service.
Services
Investment Advisory
Portfolio Management
Wealth Planning
Fixed Income Strategies
Equity Research
Retirement Planning
Details
- Year established: 1946
Highlights and features
- We offer over 75 years of combined investment experience through market cycles
- Our 100% management-owned structure ensures complete independence and client focus
- We employ a bottom-up, research-driven approach to portfolio construction
- Our team holds prestigious professional designations including CFA and CIC
- We specialize in customized asset allocation frameworks for high-net-worth clients
Associations and certifications
- Registered Investment Advisor
Services
Investment Advisory
Our investment advisory services combine decades of market expertise with personalized strategies tailored to high-net-worth individuals. We focus on long-term growth through rigorous fundamental analysis and risk management. Our independent, research-driven approach ensures customized solutions aligned with each client's unique financial objectives and values.
Portfolio Management
We construct focused portfolios using a bottom-up research methodology that identifies high-quality growth companies. Our management team leverages over 40 years of experience to balance equity and fixed-income investments, optimizing returns while minimizing volatility through changing market conditions.
Wealth Planning
Our wealth planning services integrate comprehensive retirement strategies with estate planning expertise. We help clients navigate complex financial decisions through customized frameworks that address both immediate needs and long-term legacy goals with precision and care.
Equity Research
Our equity research process emphasizes fundamental analysis of companies' growth potential. We identify undervalued opportunities through proprietary cash flow modeling and multi-step due diligence, focusing on businesses with strong management teams and sustainable competitive advantages in their industries.
Fixed Income Strategies
We implement fixed income strategies focused on preserving capital through investment-grade securities. Our approach balances risk mitigation with yield optimization, carefully selecting instruments that align with clients' risk tolerance and overall portfolio objectives while maintaining liquidity.
People
Richard C. Barrett
President and Principal
CFA charterholder with over 46 years of investment experience. Holds MBA from Pepperdine University and BS in Business from University of Connecticut. Former analyst at Kidder Peabody and portfolio manager at Lionel D. Edie.
Debra L. Newman
Managing Director and Principal
Over 40 years of investment experience with focus on compliance and portfolio management. Member of National Society of Compliance Professionals. Holds degrees from California State University Northridge and UCLA.
Richard S. Moreno
Director of Private Valuations
CPA with multiple certifications including ABV, CVA, and CFF. Provides business valuations for estate tax purposes. Holds advanced degrees from University of Southern California. Over 40 years of valuation expertise.
Questions
What types of clients do you work with?
We specialize in serving high-net-worth individuals, families, and institutional investors seeking customized investment solutions and long-term wealth management strategies.
What investment philosophy guides your decisions?
Our approach focuses on fundamental research and bottom-up analysis to identify growth opportunities while maintaining risk discipline through focused portfolio construction.
How do you handle estate planning needs?
We provide business valuation services for estate tax purposes and develop customized strategies to help clients preserve wealth across generations.
What makes your firm unique?
As a 100% management-owned firm with over 75 years of combined experience, we offer independent advice tailored to each client's specific needs and values.
